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Bulk Adding Activities

Tactile CRM allows you to easily add ‘bulk’ items to records. Here we look at how to bulk add an activity against multiple opportunities

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Bulk adding activities to Opportunities, Organisations and People is easy. Simply:

  1. Select the records you want the activity to be added against
  2. Choose ‘Add Activity’ from the dropdown that appears at the top
  3. Fill out the details of the activity
  4. Press Save

The activity will then be automatically saved against all the records.

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